Roth Financial Group, Merritt Island, Florida

Newsletters

Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
Medicare or Medicaid?

It’s easy to confuse Medicare and Medicaid, but there are important differences between the programs.
A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?
Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.
Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?